Legacy Planning Calculators

During your lifetime, you may work forty years to accumulate assets and spend ten to twenty years conserving that accumulation. Through good planning, another wonderful chapter in life’s testimony can be completed. However, some people may take two hours or less to plan for distribution of the assets. Too many times there has been little prayer or planning and their last chapter becomes burdensome for family members and fails to reflect their values.

To help you in this important opportunity, we have a downloadable booklet that can be printed out and completed at your own pace. This guide is designed to help you move forward with a plan that writes a consistent chapter in the book of your life. We encourage you to take the next step today.

Estate Plan Calculators

You may be someone who has already studied various estate planning instruments, and are interested in looking at the comparative benefits of various planned gifts. By selecting the button below, you have quick access to calculating software.

This software is regularly updated with the most current tax tables.

Charitable Gift Annuities

  • Offers the security of fixed payments and not dependent on the stock market
  • Immediate tax deduction
  • Payments last for a term of years, life, or the joint life of the donor and a selected beneficiary, whichever option the donor selects

Charitable Remainder Trusts

  • A good way to turn an appreciated asset into a diversified portfolio that pays income
  • Immediate tax deduction
  • Potential growth of income over time